James M McGlone, CFP

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3701 E Evergreen Dr Ste 500A
Appleton, WI 54913
+1 (920) 968-4458
http://www.kerntkeottomcglone.com

Kerntke Otto McGlone Wealth Management Group is an independent Registered Investment Advisory Firm based in Appleton, Wisconsin. Their experienced team of professionals offers a personalized approach to wealth management, integrating investments, tax strategies, retirement planning, and family wealth management to help clients achieve their financial goals.

With a focus on wealth accumulation, tax management, retirement income strategies, and risk assessment, Kerntke Otto McGlone Wealth Management Group strives to provide practical and executable solutions tailored to each client's unique financial situation. Their goal is to help individuals maintain their standard of living throughout retirement and prepare for unexpected financial challenges.

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